汽车行业的变化也非常显著。中国的电动车出口从2023年开始跃升至全球第一，到2025年前九个月，中国的电动车出口已接近500万辆，墨西哥成为最大的 市场。美国本土车企面临着巨大的压力，尽管关税壁垒使得中国的电动车无法进入美国市场，但中国转向了其他市场，特别是中东和欧洲。中国的燃油车出 口也大幅增加，部分原因是国内市场转向新能源，导致大量旧款燃油车被出口。预计到2025年，中国的二手车出口将超过50万辆，而这一趋势得益于国内平 台的建立和推动。美国汽车行业曾试图通过补贴反超中国，但由于其供应链过于依赖中国材料，导致自己也面临困境。这场竞争不仅仅是胜负问题，更多的 是看产业链谁更稳定。 军事领域中，美国依然是全球最强大的军事大国，但中国的差距正在逐渐缩小。到2025年，美国的国防预算接近9000亿美元，而中国的军费占GDP的比例较 低，但其实际军事能力不断提升。中国人民解放军的核弹头库存已增至600枚，远超几年前的水平。美国的报告指出，中国的军事发展非常迅速，特别是在 南海和台湾周边地区。特朗普政府加强了印太地区的联盟，但中国海军的舰艇数量已领先于美国。与此同时，俄乌战争拖延了三年多，美国对乌克兰的援助 已超过2 ...

前言先放狠话：有人把"中美这场世纪较劲还要打几年"当年终问题抛给他时，他却给出一个让人愣住的答案——别算年头了，赛道已经换了，规则也改了， 胜负不再靠吼而是靠谁能在产业链里跑得更稳更长这件事更现实。 他抛出疑问让读者咂摸回味——美国是不是已经在悄悄调整打法，从"全球一体化的掌控者"转成"半球优先的稳守者"，这不是退场而是换阵地的动作。 他强调这是观察角度的变化而非情绪宣泄——看的是供应链的韧性、军工的迭代速度、金融和科技的耦合强度，以及俄乌战场给各家工业体系敲的那记实 锤。 他提醒别用"赢或输"把复杂竞争简化成比分牌——更像是一个漫长的耐力赛，谁能稳住节奏、少犯系统性错误、并且把民用制造力转成军用与科技动能，谁 就更有话语权。 总述部分把框架立清楚——他用"技术与制造的再均衡、产业链与军工的互促、军事冒险的现实约束"三个维度逐段分析，然后再合拢到"共存—博弈—再调 适"的大结构。 第一部分围绕"技术与制造：在压力中做加法的那只手"，他先把芯片这一条说透但不夸大——过去几年出口管制与企业清单确实提高了门槛，但国内在成熟 制程、功率器件、模拟芯片、MCU与封装测试环节完成了大量补课，这些环节恰恰对应了大多数工业应 ...

Core Viewpoint - The recent announcement by China's Ministry of Commerce has significantly reshaped the global rare earth market, emphasizing the importance of technology in defining the rules of the rare earth competition [1]. Group 1: China's Strategic Moves - China's announcement serves as a decisive action that disrupts the speculative activities in the international rare earth market, countering the perception of a slow Chinese response [1]. - The strategic control over technology, rather than just resource availability, is highlighted as the key to success in the rare earth industry [3][5]. - China's three-step strategy in controlling rare earth exports demonstrates a gradual shift from resource defense to a proactive technological offensive, avoiding sudden market shocks while allowing the international community time to adapt [6]. Group 2: Challenges for Pakistan and the U.S. - Pakistan's $500 million order for rare earths is deemed a losing venture due to its lack of critical technology and stable production environment, which are essential for processing the raw materials [3][6]. - The U.S. has struggled to establish a complete rare earth supply chain, facing numerous setbacks in mining and production, which underscores the challenges of building an industry without decades of technological accumulation [6]. Group 3: Global Industry Implications - The global response to China's actions includes fluctuations in the London futures market and urgent contract renewals by European energy companies, indicating a recognition of the true power dynamics in the rare earth sector [7]. - Countries rich in resources, like Pakistan, face a critical choice between short-term profits from raw material sales and the long-term investment in developing their own technological capabilities [7]. Group 4: Future of Competition - The competition in the rare earth sector has shifted from resource extraction to technological innovation, with the emphasis on patents, process precision, and innovation speed as the new battlegrounds [9]. - The proximity of ports like Pasni and Gwadar symbolizes the close physical ties in international relations, yet the technological gap remains vast, highlighting the importance of building technological barriers for long-term success [9].

Core Insights - The "Sichuan行" event attracted over 300 domestic and international enterprises, with 150 central enterprises and "three categories of 500 strong" companies participating, marking a record high in recent years [1][3] - A total of 340 investment cooperation projects were signed during the event, amounting to an investment of 263.06 billion yuan [1][10] Group 1: Opportunities in Sichuan - Sichuan is recognized as a major economic, population, resource, and industrial province, playing a crucial role in national development [3] - The province's economy ranked fifth nationally and first in Central and Western China, with a year-on-year growth of 5.6% in the first half of the year, surpassing the national average by 0.3% [3] - Sichuan has become a highly attractive investment destination in Western China, offering vast opportunities for domestic and foreign enterprises [3] Group 2: Potential in Sichuan - Sichuan has developed six major advantageous industries and boasts three trillion-level industrial clusters, along with five national advanced manufacturing clusters [4] - The province produces 50% of the world's high-end flexible display screens and significant shares of polysilicon, flat-panel computers, projectors, and power batteries [4] - Emerging industries such as artificial intelligence and low-altitude economy are growing at an annual rate of over 20% [4] Group 3: Strategic Advantages - Sichuan is a key base for primary product supply, with a power generation capacity of 150 million kilowatts, supplying one-third of the country's hydropower and one-fourth of its natural gas [5] - The comprehensive cost factors in Sichuan are about 70% of those in the eastern coastal regions, making it an attractive location for enterprises to combine their advantages with local cost benefits [5] - The province's geographical location at the center of the Eurasian continent provides access to a market of nearly 400 million people in Western China [5] Group 4: Investment Projects and Collaboration - The event featured a list of over 1,500 key projects aimed at strengthening industrial chains, including resource utilization and application scenario projects [7] - Notable projects signed include the headquarters for humanoid robot manufacturing and an AI mobile medical base, among 14 new productivity projects [9] - The focus of the event was on technology innovation and industrial development, aligning with Sichuan's identified "15+N" key industries [9][10] Group 5: Results and Future Outlook - Over 80% of the signed projects are from Sichuan's six advantageous industries, with 45% of the investment amount coming from the "15+N" key industrial chain projects [10] - The event serves as a significant platform for inviting investment into Sichuan and fostering mutual growth between the province and entrepreneurs [10]

Core Viewpoint - The article highlights China's competitive edge in the global green industry, particularly in photovoltaic products, new energy vehicles, and lithium batteries, while also addressing the issue of "involution" competition within the industry [2] Industry Summary - The importance of silicon-based materials in the photovoltaic industry is emphasized, as they are crucial for maintaining supply chain stability and addressing low-price disorder in competition [2] - The China Nonferrous Metals Industry Association is organizing the "2025 China Silicon Industry Conference" in Baotou, Inner Mongolia, from September 10-12, 2025, focusing on technological innovation and industry self-discipline [2] Event Details - The conference aims to strengthen communication and cooperation among industry representatives to promote the sustainable and healthy development of China's silicon industry [2] - The event will include the fifth member representative assembly and council election of the silicon industry branch [2]

Core Insights - The 2025 Cross-Border E-commerce Industry Development Exchange Conference was held in Zhengzhou, serving as an important platform for cross-border e-commerce enterprises to understand international trade trends and national policies [1] - The conference highlighted the need for companies to adapt to global industrial chain competition rather than just competition between individual enterprises [3] - Zhengzhou's cross-border e-commerce has seen significant growth, with a transaction volume surpassing 100 billion, establishing itself as a leader in the central region of China [4] Group 1 - The conference theme "Crossing New Boundaries" emphasizes the importance of international cooperation in the cross-border e-commerce sector [1] - The establishment of the China Cross-Border E-commerce Association and the launch of AI-enabled initiatives for Chinese enterprises to expand globally were key highlights of the event [5] - Discussions at the conference focused on how cross-border e-commerce can seize new opportunities amidst current challenges [5] Group 2 - Zhengzhou Economic and Technological Development Zone has innovated with a "one order to the end" regulatory model, facilitating rapid global shipping [4] - The region has also pioneered a multimodal transport system combining smart stations and digital trains, with over 10,000 China-Europe freight trains operated [4] - Future goals include building a global cross-border e-commerce supply chain center and creating a new development ecosystem to ensure high-quality growth [4]